Markups and annotations

A markup is a shape, line, note, pin or measurement drawn on a document in the viewer. Markups are stored separately from the file, so the file itself never changes.

PDFs take every markup tool. DWG files take the measuring tools only.

The tool rail down the side of the viewer groups the tools. Select a group's arrow to see all its tools.

• Shapes: Rectangle (R), Circle (C), Cloud (D), Cloud (point to point) (E), Polygon (G)
• Lines: Arrow (A), Line (L), Polyline (K)
• Draw: Pen (P), Highlighter (H)
• Text: Text (T)
• Note: Note (N)
• Callout: Callout (O)
• Pins: Link existing, New observation
• Measure: Calibrate scale (B), Distance (M), Area, Area by line pick, Perimeter, Volume, Count

On a DWG, the tools are Distance, Polyline, Area, Area by line pick and Count.

View at full size

1. Open the document in the viewer. If the tools are hidden, select Show Markup Toolbar.
2. Choose a tool.
3. Draw on the document.
4. Select Save on the bar at the bottom.

New markups and changes are drafts until you save them. The bar reads "Draft mode" with the number of unsaved changes, and Discard throws them away.

View at full size

1. Choose Select (V), then select the markup.
2. Drag it to move it, or drag one of its points to reshape it.
3. Select Save.

Right-click a markup for Insert point, Delete point, Copy, Comments, Group, Ungroup, Move to layer, Create Observation, Settings, Resolve and Delete. To undo, press Ctrl+Z; to redo, Ctrl+Y.

Only the company that drew a markup can move, edit or delete it.

Calibrate the document's scale before measuring.

1. Choose Calibrate scale (B).
2. Draw a line along something whose length you know.
3. In Set Calibration, enter the Length, choose the unit, then select Calibrate.

One calibration covers every page of the document, and calibrating again replaces it. A DWG has no calibration and measures in drawing units.

Choose a measuring tool, such as Distance (M), Area or Count, and draw on the document.

1. Right-click the markup, then select Comments.
2. Enter your comment. Type @ to mention someone.

Anyone who can see a markup can comment on it.

Right-click the markup, then select Resolve. To open it again, select Reopen. A markup is Open or Resolved, and anyone who can see it can resolve it.

Choose Pins, then:

• Link existing, to pin an existing project record to a spot on the drawing;
• New observation, to raise an observation at that spot.

To raise an observation from any markup, right-click it and select Create Observation. Raising an observation needs Can create observations.

Markups are drawn on a layer, Default to start with. The Layers button on the tool rail shows the layers and the one you're drawing on. To move a markup, right-click it and select Move to layer.

Everyone who can see a document can see its markups.

The My Markups tab in Documents lists markups across the project. Choose My markups or All markups, and filter by status and type.

From the viewer's download button:

• Download with Markups: a copy of the PDF with the markups drawn in. The original and its markups don't change.
• Export markups (CSV) and Export markups (PDF): a list of the document's markups.

To print with the markups, select Print with Markups.

When a new revision is registered, its previous revision's markups and their replies are copied to it. Each copy has a link to the revision it was drawn on. Learn more about versions and revisions.

When reviewing a submittal, select Review & Annotate to mark up a PDF, with Review Stamps as well as the usual tools. The submittal's Review Markups card lists each reviewer's marked-up documents.

Attachments on mail, inspections and procurement open in a preview, without markup tools.